Darwin Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Buy |
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|
2025
Q2 | $131K | Sell |
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|
2025
Q1 | $160K | Hold |
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|
2024
Q4 | $160K | Buy |
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|
2024
Q3 | $128K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.16M | Sell |
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|
2023
Q3 | $1.39M | Sell |
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|
2023
Q2 | $1.72M | Buy |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $3.09M | Buy |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $4.88M | Sell |
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|
2022
Q1 | $5.96M | Sell |
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|
2021
Q4 | $6.33M | Sell |
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|
2021
Q3 | $8.26M | Buy |
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|
2021
Q2 | $8.14M | Buy |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $4.33M | Buy |
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|
2020
Q3 | $1.33M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $13K | Buy |
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